Institutional holders Insiders (Form 4) Congress
% of shares outstanding held
—
Shares held (13F)
4,938,463
Top holders largest 31 of 31 · Δ vs 2025-Q4 # Holder Shares Value % of shares out Δ QoQ 1 1 Schiavi & Co LLC 933,499 933,499 $23M — ADD 5% 2 2 ENVESTNET ASSET MANAGEMENT INC 912,799 912,799 $23M — — 3 3 PARK AVENUE SECURITIES LLC 679,168 679,168 $17M — — 4 4 EVOLVE PRIVATE WEALTH, LLC 561,692 561,692 $14M — ADD 2% 5 5 INTEGRATED CAPITAL MANAGEMENT, INC. 227,511 227,511 $6M — TRIM -6% 6 6 Austin Wealth Management, LLC 227,455 227,455 $6M — TRIM -26% 7 7 ALTFEST L J & CO INC 210,692 210,692 $5M — TRIM -2% 8 8 DAHRING | CUSMANO LLC 203,530 203,530 $5M — NEW 9 9 Williams & Novak, LLC 169,057 169,057 $4M — ADD 17% 10 10 JANE STREET GROUP, LLC 144,023 144,023 $4M — ADD 586% 11 11 FLOW TRADERS U.S. LLC 138,411 138,411 $3M — ADD 22% 12 12 MML INVESTORS SERVICES, LLC 110,179 110,179 $3M — TRIM -24% 13 13 Walkner Condon Financial Advisors LLC 78,547 78,547 $2M — ADD 36% 14 14 Orion Porfolio Solutions, LLC 77,324 77,324 $2M — TRIM -18% 15 15 ENTREWEALTH, LLC 73,112 73,112 $2M — — 16 16 LPL Financial LLC 31,894 31,894 $797,988 — ADD 14% 17 17 Cambridge Investment Research Advisors, Inc. 28,894 28,894 $723,000 — — 18 18 Private Advisor Group, LLC 22,915 22,915 $573,328 — NEW 19 19 Cetera Investment Advisers 16,506 16,506 $412,979 — TRIM -2% 20 20 WELLS FARGO & COMPANY/MN 15,003 15,003 $375,371 — ADD 46% 21 21 OLD MISSION CAPITAL LLC 14,520 14,520 $363,286 — TRIM -61% 22 22 COMMONWEALTH EQUITY SERVICES, LLC 14,458 14,458 $361,740 — — 23 23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,900 11,900 $296,251 — TRIM -57% 24 24 AQR CAPITAL MANAGEMENT LLC 11,141 11,141 $278,744 — TRIM -14% 25 25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,695 9,695 $242,566 — TRIM -30% 26 26 OSAIC HOLDINGS, INC. 9,466 9,466 $236,842 — TRIM -24% 27 27 Roble, Belko & Company, Inc 2,815 2,815 $70,000 — TRIM -41% 28 28 ASSETMARK, INC 1,206 1,206 $30,174 — — 29 29 Bogart Wealth, LLC 1,000 1,000 $25,020 — NEW 30 30 Princeton Global Asset Management LLC 50 50 $1,251 — — 31 31 MORGAN STANLEY 1 1 $36 — —
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
Holder trends· top 15 holders · shares held over 6 quarters green added · red trimmed6 12 24 Max
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Institutional footprint by quarter reporting 13F holders 38 2 2017-Q3 2026-Q1 2017-Q3 · 2 holders · % suppressed/unavailable 2017-Q4 · 10 holders · % suppressed/unavailable 2018-Q1 · 13 holders · % suppressed/unavailable 2018-Q2 · 12 holders · % suppressed/unavailable 2018-Q3 · 12 holders · % suppressed/unavailable 2018-Q4 · 16 holders · % suppressed/unavailable 2019-Q1 · 17 holders · % suppressed/unavailable 2019-Q2 · 18 holders · % suppressed/unavailable 2019-Q3 · 15 holders · % suppressed/unavailable 2019-Q4 · 17 holders · % suppressed/unavailable 2020-Q1 · 14 holders · % suppressed/unavailable 2020-Q2 · 17 holders · % suppressed/unavailable 2020-Q3 · 18 holders · % suppressed/unavailable 2020-Q4 · 17 holders · % suppressed/unavailable 2021-Q1 · 23 holders · % suppressed/unavailable 2021-Q2 · 27 holders · % suppressed/unavailable 2021-Q3 · 30 holders · % suppressed/unavailable 2021-Q4 · 26 holders · % suppressed/unavailable 2022-Q1 · 27 holders · % suppressed/unavailable 2022-Q2 · 22 holders · % suppressed/unavailable 2022-Q3 · 25 holders · % suppressed/unavailable 2022-Q4 · 27 holders · % suppressed/unavailable 2023-Q1 · 28 holders · % suppressed/unavailable 2023-Q2 · 31 holders · % suppressed/unavailable 2023-Q3 · 33 holders · % suppressed/unavailable 2023-Q4 · 38 holders · % suppressed/unavailable 2024-Q1 · 35 holders · % suppressed/unavailable 2024-Q2 · 35 holders · % suppressed/unavailable 2024-Q3 · 34 holders · % suppressed/unavailable 2024-Q4 · 34 holders · % suppressed/unavailable 2025-Q1 · 35 holders · % suppressed/unavailable 2025-Q2 · 33 holders · % suppressed/unavailable 2025-Q3 · 33 holders · % suppressed/unavailable 2025-Q4 · 34 holders · % suppressed/unavailable 2026-Q1 · 31 holders · % suppressed/unavailable Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Quarter Holders Shares held % shares out Value held 2026-Q1 31 4,938,463 — $124M 2025-Q4 34 4,662,178 — $108M 2025-Q3 33 4,156,763 — $94M 2025-Q2 33 4,369,278 — $92M 2025-Q1 35 4,680,809 — $89M 2024-Q4 34 4,798,902 — $91M 2024-Q3 34 4,767,607 — $100M 2024-Q2 35 4,984,798 — $102M 2024-Q1 35 4,219,746 — $83M 2023-Q4 38
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.